By Nick Farrell
Publication Date: 2025-11-14 08:29:00
Fancy first dibs on AI silicon
Brown box shifter Amazon is standing next to the software King of the World, Microsoft, in cheering new US laws that would clip Nvidia’s exports to China.
Their decision to poke a long-time partner shows how cutthroat the artificial intelligence game has become as everyone scrambles for any policy tweak that might hobble rivals while keeping their own data centres stuffed with silicon. Nvidia still wants the Chinese market despite loud security handwringing.
The proposed law would force chipmakers to satisfy US demand before shipping gear to China and other embargoed states. Lawmakers see it as one of the earliest attempts to corral exports that keep the AI training farms humming.
Vole jumped out front and publicly blessed the Gain AI Act while bods at Amazon’s cloud wing whispered their approval to Senate staffers, according to aides and those in the know. The plan would hand choicer access to chips for firms like Microsoft and Amazon across their global server farms.
Two tech giants backing the scheme could give it a shove even though some White House types, Nvidia and several chip outfits are muttering about it. Meta and Google are sitting on the fence, and so is President Trump.
Anthropic, which builds AI models and buys chips from Nvidia, Amazon and Google, is also cheering the plan, according to the same crowd.
Congress is toying with grafting the act into the National Defence Authorisation Act, which usually lands on…
